Union Consultancy: Silicon wafers are entering a bottoming phase, while there is still downside space for battery components.

According to the Zhixin Finance APP, Jibang Consulting published an article stating that in terms of silicon wafers, top companies are still adopting a firm pricing strategy, but they are finding it difficult to compete with second and third-tier companies selling at lower prices, resulting in a continuous shift in the center of actual transactions. Although there is still a risk of further price decline for silicon wafers in the future, the downward price space has been limited by the support of silicon material costs, and prices are gradually entering a bottoming-out phase. In addition, competition in the conventional component market is fierce, with inventory transaction prices repeatedly hitting new lows. Influenced by upstream price reductions, component prices still face the risk of falling.